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华领医药-B(02552)预期中期溢利约11.84亿元 商业化移交效率提升
智通财经网· 2025-07-28 14:50
Group 1 - The company expects a profit of approximately 1.184 billion RMB for the six months ending June 30, 2025, driven by improved commercialization efficiency and sales growth [1][2] - The termination of the exclusive promotion service agreement with Bayer on January 1, 2025, allowed the company to recognize previously unamortized contract liabilities of 1.244 billion RMB as revenue, contributing to profit [1] - The successful transfer of commercialization tasks for Huadongning® in China and improvements in production efficiency have led to an increase in gross profit margin [1][2] Group 2 - The company sold approximately 1.764 million boxes of Huadongning® with net sales of about 217 million RMB for the six months ending June 30, 2025, reflecting a 111.8% increase in sales compared to 846,000 boxes and 103 million RMB in the same period of 2024 [1] - The expected gross profit for the six months ending June 30, 2025, is about 118 million RMB, significantly up from 47.8 million RMB in 2024, with the gross margin increasing from 46.5% to approximately 54.2% [2] - The transition from loss to substantial profit in the first half of 2025 indicates the successful implementation of the company's commercialization strategy, enhancing market confidence [2]